How to Set Up Your Service Catalog, Tax & Discount Templates
Every time you create a proposal, quote, or invoice, you are typing the same services, the same prices, and the same tax calculations. It is repetitive, error-prone, and slow. What if you could set everything up once and pull it into any document with a click?
That is exactly what Ripluo's service catalog, tax templates, and discount templates do. They are part of the Pro plan ($49.99/mo) and serve as the foundation for all your client-facing financial documents. Set them up once, use them everywhere.
Step 1: Create Your First Service
Navigate to Settings in your Ripluo sidebar and find the Service Catalog section. Click "Add Service."
Each service includes:
- Service name - What you call it (e.g., "Day-of Coordination," "Full Planning Package," "Floral Design Consultation")
- Description - A brief explanation of what is included
- Price - Your standard rate for this service
- Item Code - An optional identifier for internal tracking (e.g., "DOC-001")
- Category - Group related services together (e.g., "Planning," "Design," "Day-of")
Once saved, this service is available to pull into any proposal, quote, or invoice.
Step 2: Organize Services with Categories
As your catalog grows, categories keep things organized. Group your services logically so you can find them quickly when building a document.
For example, a wedding planner might have categories like:
- Planning - Full planning, partial planning, month-of coordination
- Design - Floral, decor, stationery design
- Rentals - Tables, chairs, linens, lighting
- Add-ons - Rehearsal dinner coordination, welcome bags, farewell brunch
When you add a service to a proposal or invoice, you can filter by category to find the right item fast.
Step 3: Create Tax Templates
Instead of remembering tax rates and calculating them manually, create tax templates that you can apply with one click.
Go to the Tax Templates section and click "Add Tax Template." Enter:
- Name - A descriptive label (e.g., "Florida Sales Tax," "New York Combined Tax")
- Rate - The percentage (e.g., 7%, 8.875%)
You can create multiple templates for different jurisdictions. When you build a proposal, quote, or invoice, just select the appropriate tax template and Ripluo calculates the tax amount automatically.
Step 4: Create Discount Templates
Running an early-bird special? Offering a referral discount? Create discount templates so you can apply them consistently.
Click "Add Discount Template" and enter:
- Name - A descriptive label (e.g., "Early Bird 10%," "Referral Discount $200")
- Type - Percentage or fixed amount
- Value - The discount rate or dollar amount
Like tax templates, discount templates can be applied at the document level or on individual line items. Ripluo handles the calculations so the totals are always accurate.
Step 5: Use Your Catalog Across Proposals, Quotes, and Invoices
Here is where all the setup pays off. When you create a new proposal, quote, or invoice:
- Click "Add Service" or "Add Line Item"
- Browse or search your catalog
- Select the service - name, description, and price auto-fill
- Adjust quantity or price if needed for this specific client
- Apply a tax template and/or discount template
What used to take 10 minutes of typing and calculating now takes 30 seconds. And because the data comes from a single source, your pricing stays consistent across every document you send.
Get Started
The service catalog, tax templates, and discount templates are part of Ripluo's Pro plan at $49.99/mo. Set up your catalog once and save hours on every proposal, quote, and invoice you create. Create your free Ripluo account and upgrade to Pro when you are ready.
Frequently Asked Questions
Can I edit a service after I have used it on an invoice?
Yes. Editing a service in your catalog updates it for future documents. Existing proposals, quotes, and invoices that already used the service are not affected - they retain the values from when they were created.
Can I have different tax rates for different states?
Yes. Create a separate tax template for each jurisdiction you operate in. When building a document, select the tax template that matches the event location or client's billing address.
Is there a limit to how many services I can add?
There is no hard limit on the number of services, tax templates, or discount templates you can create. Build out your full catalog to match every service you offer.
Can I import services from a spreadsheet?
Currently, services are added individually through the Ripluo interface. If you have a large catalog, the setup takes some initial time but pays off quickly as you reuse items across dozens of documents.
